ORACLE INVESTMENT MANAGEMENT INC

HTTPS://WWW.ORACLEPARTNERS.COM/ • STAMFORD, CT • Investment Advisor • Hedge Fund How do I update this listing?

Oracle Investment Management is based out of Stamford. Oracle Investment Management is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $493,724,364 (Form ADV from 2019-03-29). Their last reported 13F filing for Q3 2019 included $406,554,000 in managed 13F securities and a top 10 holdings concentration of 95.66%. Oracle Investment Management's largest holding is Quidel Corp. with shares held of 1,784,464. Oracle Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 70 13F filings, and 4 Form 4 filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $406.554 Million
  • Prior Market Value $464.874 Million
  • New Purchases4 stocks
  • Additional Purchases8 stocks
  • Sold out of1 stock
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 95.66 %
  • Turnover % [1]:23.81%
  • Turnover Alt % [2]: 3.60 %
  • Time Held Top20:12.90 quarters
  • Time Held Top10:11.00 quarters
  • Time Held All:16.43 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: -3.28%
Performance Last 4 Quarters: -6.09%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR/A (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR/A (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR/A (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR/A (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR/A (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR/A (Subscription required)
  • 2006-09-30 - 13F-HR/A (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR/A (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ORACLE INVESTMENT MANAGEMENT, INC.
Classified as Hedge Fund
262 HARBOR DRIVE, 3RD FL
STAMFORD CT    06902
Country: United States
Business Phone: 203-862-7900
Fax: 203-862-1613
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 8
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 0
Total Number of Clients: 3
Amount of client funds and securities by related persons: 493,724,000
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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ORACLE INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
FEINBERG, LARRY, NEIL SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. OWNER direct 1993-07-01
ORACLE INVESTMENT MANAGEMENT, INC. SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) direct 1993-07-01
Cronin, Tina, Marie CHIEF FINANCIAL OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2017-09-01
LISSETTE, HANNAH, WHITNEY CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2017-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ORACLE TEN FUND, LP United States 805-7262245718 Hedge Fund 83,040,092 1,000,000
ORACLE PARTNERS, LP United States 805-7406122341 Hedge Fund 358,976,130 2,000,000
ORACLE INSTITUTIONAL PARTNERS, LP United States 805-4771720857 Hedge Fund 51,708,142 1,000,000

ORACLE INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2018-06-28
Name Title Start Date Direct/Indirect % Ownership
FEINBERG, LARRY, NEIL SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. OWNER direct 1993-07-01
ORACLE INVESTMENT MANAGEMENT, INC. SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) direct 1993-07-01
Cronin, Tina, Marie CHIEF FINANCIAL OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2017-09-01
WHITNEY, HANNAH, ALYSSA CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2017-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ORACLE TEN FUND MASTER, LP Cayman Islands 805-9797410282 Hedge Fund 137,011,566 1,000,000 Master Fund
ORACLE PARTNERS, LP United States 805-7406122341 Hedge Fund 624,782,371 2,000,000
ORACLE INSTITUTIONAL PARTNERS, LP United States 805-4771720857 Hedge Fund 100,646,758 1,000,000

WhaleScore history for ORACLE INVESTMENT MANAGEMENT INC

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